ORG Wealth Partners’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.7K	Sell	493 -1,729	-78%	-$83.2K	0.01%	407
2025 Q1	$92.2K	Buy	+2,222	New	+$92.2K	0.03%	275
2024 Q4	–	Sell	-2,004	Closed	-$79.5K	–	502
2024 Q3	$79.5K	Buy	+2,004	New	+$79.5K	0.03%	216